ta-datev-preparation

ta-datev-preparation is a skill for Claude Code from norman-finance/norman-mcp-server. It costs 59 tokens per session (623 once invoked), scanned A, original, MIT.

A workflow for preparing bookkeeping data for DATEV, German tax and accounting software used to exchange records with a tax adviser.

In plain words
What is it for?
Use it to check company settings, review incomplete transactions and documents, and prepare the final DATEV export.
Why use it?
It catches missing settings, uncategorized transactions, and missing receipts before the export is sent.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: built for openclaw.

Part of the norman-finance plugin — 20 skills, 2 MCP servers shipped together

Good fit Use it to check company settings, review incomplete transactions and documents, and prepare the final DATEV export.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/norman-finance/norman-mcp-server/ta-datev-preparation
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add norman-finance/norman-mcp-server --skill ta-datev-preparation
Clone the repo
git clone --depth 1 https://github.com/norman-finance/norman-mcp-server

Made for: Claude Code.

Or install norman-finance, the plugin that ships this one along with the rest of its 20 skills, 2 MCP servers.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for ta-datev-preparation

README.md
[![agentmods](https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/ta-datev-preparation/github.svg)](https://agentmods.dev/skills/norman-finance/norman-mcp-server/ta-datev-preparation)
Your own site
<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/ta-datev-preparation"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/ta-datev-preparation/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for ta-datev-preparation

Your own site · 80×15
<a href="https://agentmods.dev/skills/norman-finance/norman-mcp-server/ta-datev-preparation"><img src="https://agentmods.dev/badge/skills/norman-finance/norman-mcp-server/ta-datev-preparation.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 59 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 623 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00059 $0.00623
Opus 5 $0.00030 $0.00311
Sonnet 5 $0.00012 $0.00125
Haiku 4.5 $0.00006 $0.00062

Measured 12d ago against content hash 9459da7018e4, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-11, from the pricing page.

Security

Grade A, and why

ta-datev-preparation scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 12d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/ta-datev-preparation/SKILL.md · 71 lines

How it starts

The opening of the file, as written. The whole thing — 71 lines — stays where its author put it; the contents beside it link to each section on GitHub.

Help the tax advisor prepare and execute a DATEV export:

Step 1: Verify DATEV settings

  • Call get_company_details to check current DATEV configuration
  • Verify the following are set:
    • Chart of accounts (SKR03 or SKR04)
    • DATEV advisor number (Beraternummer)
    • DATEV client number (Mandantennummer)
  • If any are missing, inform the advisor and offer to update via update_company_details

Step 2: Check categorization completeness

  • Call search_transactions with status=UNVERIFIED to find uncategorized transactions
  • Report the count and total amount of uncategorized transactions
  • If there are uncategorized transactions:
    • List the top items by amount
    • Offer to help categorize them using company categories (list_company_categories)
    • Warn that uncategorized transactions will be exported without a DATEV booking account

Step 3: Check receipt completeness

  • Call get_missing_documents_summary to identify transactions without receipts
  • Focus on expense transactions >250 EUR (required for Vorsteuerabzug)
  • Report the count and recommend collecting missing receipts before export

Step 4: Pre-export summary

DATEV Configuration

  • Chart of accounts: SKR03/SKR04
  • Advisor number: ✅/❌
  • Client number: ✅/❌

Data Completeness

  • Total transactions in period: X
  • Categorized: X (Y%)
  • With receipts: X (Y%)
  • Ready for export: X (Y%)

Issues to Resolve

List any blocking issues before export

Step 5: Trigger export

  • Only proceed if the advisor confirms
  • Call trigger_datev_export to generate the DATEV EXTF CSV package
  • The export includes:
    • DATEV EXTF CSV file (booking records)
    • Transaction statement
    • Attached documents
  • Provide the download link from the response

Step 6: Post-export

  • Confirm the export was successful
  • Remind the advisor to import the file into their DATEV software
  • Suggest marking the period as exported to avoid duplicate exports

Tips:

  • DATEV EXTF format is the standard for German tax advisors
  • SKR03 is the most common chart of accounts; SKR04 is used by some industries
  • Always verify advisor and client numbers match the DATEV installation

Read the full file on GitHub · 71 lines

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 12d ago First seen · 71 lines · 59 tokens per session scan A 9459da7018e4

Subscribe to this mod's changes

ta-datev-preparation is a skill published in the GitHub repository norman-finance/norman-mcp-server (54 stars, last pushed 2d ago), licensed MIT. It adds 59 tokens to every session and 623 once invoked, about $0.0003 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

Related

Other skills, from other repositories

bukio-cli

Drive bukio-cli — agent-first double-entry bookkeeping for SMEs across eleven jurisdictions. Book invoices, archive the originals, keep the books balanced.

erikvankempen/bukio-cli · 32 tokens

QuickBooks Automation

Automate QuickBooks accounting workflows including invoicing, expenses, reporting, and bank reconciliation.

claude-office-skills/skills · 21 tokens

visma-eaccounting

Integration with Visma eAccounting API for bookkeeping and invoicing. Use when the user wants to interact with Visma eAccounting to manage invoices, customers, suppliers, upload receipts/documents, handle accounting operations, or automate bookkeeping tasks. Triggers include mentions of "Visma", "eAccounting"…

jiraporn-junext/visma-eaccounting-skill · 90 tokens

provider-cost-comparison

Prices your real LangWatch usage mix against other model providers. Exports your actual token mix per model, including the cache read and write split, fetches current price cards, and reprices the same month of usage under each candidate, with the cache sensitivity stated. Use when someone asks whether a cheaper…

langwatch/langwatch · 76 tokens

billing-management

Manage XActions subscriptions and billing — view plans, start a Stripe checkout, open the billing portal, or cancel a subscription. Use when users want to upgrade, downgrade, or manage their XActions subscription.

nirholas/XActions · 44 tokens

assess

A Japanese tax-filing assessment guide that asks about your income, family, and business situation to identify which tax returns you may need.

kazukinagata/shinkoku · 121 tokens